Applied Materials, Inc. vs Centrus Energy Corp — how do they compare? Applied Materials, Inc. trades at $506.86 (market cap $435.21B), while Centrus Energy Corp trades at $192.17 (market cap $3.69B). The key difference: Applied Materials, Inc. is far larger — about 117.9× Centrus Energy Corp's market cap, and Applied Materials, Inc. pays a 0.39% dividend while Centrus Energy Corp pays none. Which is the better fit depends on your goals.
| AMAT | LEU | |
|---|---|---|
Market Cap | $435.21B | $3.69B |
Sector | Technology | Energy |
52-Week High | $723.00 | $436.00 |
52-Week Low | $156.25 | $146.61 |
Enterprise Value | $434.24B | $3.00B |
Dividend Yield | 0.39% | — |
Signals from Pluang's Aura AI — not financial advice
Applied Materials (AMAT) trades at $534.54, up 1.7% with strong bullish momentum driven by AI semiconductor demand. The stock shows robust fundamentals with 29.31% net margins and consistent earnings beats, though valuations remain elevated at 51.57 P/E. Technical indicators signal bullish momentum with support at $536 and resistance at $552. Recent CEO commentary highlights unprecedented industry growth as AI drives semiconductor equipment demand.
Outlook remains positive with 76.9% analyst buy ratings and $662.82 consensus target offering 24% upside. Key risks include cyclical semiconductor demand and execution challenges in scaling production. The AI-driven equipment supercycle provides multi-year growth runway, but investors should monitor margin sustainability amid increased competition.
Centrus Energy (LEU) trades at $185.06, down 2.18% on the day, with a bullish technical signal and key support at $183. The company reported Q2 2026 revenue of $176.1 million, beating estimates, and holds a $4.5 billion backlog, supported by a $900 million DOE award and a new HALEU supply agreement with X-energy (Seeking Alpha, August 13, 2026).
Outlook is positive due to strong government backing and nuclear fuel demand, but risks include margin compression from rising costs and execution challenges in scaling production. Analysts maintain a consensus price target of $228.50, with 42% buy ratings, indicating cautious optimism for growth driven by the nuclear renaissance.
Trailing returns across standard periods
Latest headlines on both assets
Applied Materials is the world's largest supplier of semiconductor manufacturing equipment, providing materials engineering solutions to help make nearly every chip in the world. The firm's systems are used in nearly every major process step with the exception of lithography. Key tools include those for chemical and physical vapor deposition, etching, chemical mechanical polishing, wafer- and reticle-inspection, critical dimension measurement, and defect-inspection scanning electron microscopes.
Read more on AMAT →Centrus Energy is a leading supplier of nuclear fuel and services for the global power industry. It specializes in supplying low-enriched uranium and developing next-generation fuels for advanced nuclear reactors.
Read more on LEU →